Getting the Most out of B2B Field. ► Initiating a B2B Recruit/Survey ►Identifying the right person ►Getting past the Gatekeeper ►Client Supplied Lists.

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Presentation on theme: "Getting the Most out of B2B Field. ► Initiating a B2B Recruit/Survey ►Identifying the right person ►Getting past the Gatekeeper ►Client Supplied Lists."— Presentation transcript:

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Initiating a B2B Recruit/Survey Teamwork Clear objectives for the Study Clearly identify the person needed and responsibilities Briefing – the MOST important part Why? Benefits?

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IDENTIFYING THE RIGHT PERSON –Will the CEO’s of the Top 200 Companies in Canada do surveys, interviews or focus groups? Probably not – Do not set your expectations too high. –Not all companies are structured the same –Is the right person the final decision maker such as CEO, COO, VP level or is the right person at the Director, Manager level? –Is the financial person (CFO/Controller) sometimes the more appropriate person

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Getting Past the Gatekeeper This is one of the greatest challenges Where to start in the Chain of Command? Will the Receptionist/Secretary help you? Their Cooperation is needed and they do have power If you do not know the extension # can you navigate the Voice Mail system easily? CEO/CFO VP/DIRECTORMANAGER Receptionist

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Client Supplied Lists – The Good, the Bad, and the Ugly »Are there phone # provided and are they correct? »What is the accuracy of the list? How old is it? »Is that company still in business? »Is the person identified still employed there? Can a replacement person be used, how long have they been in the position? »How was the list generated »How large is the sample

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How to overcome the Challenges - Skill of the interviewer/recruiter –Only use Executive level Interviewers/Recruiters –Professional approach – good voice –Clear awareness of Title or Function of person required –Flexible appointment bookings –Scheduling of focus groups/interviews –Good lists or flexibility of using database –Can you identify the client? –Time! - Time lines to complete the study and time to recruit

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Sampling Tricks and Techniques Amount of sample provided – Sample vs Incidence Can you recruit/interview from a sample size of 1 in 2 that will qualify or respond?? It depends!! - Incidence - Length of survey - Time of focus group - Honorarium - Subject matter/topic - Timelines

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The B2B Survey/Screening Instrument KISS - Keep it short and simple Length of a screener – Max 5 minutes A screener is not a questionnaire Length of survey Pre-Recruited Telephone survey with incentive can be longer Terminology – The screener/survey must have appropriate terminology and language that the recruiter/interviewer understands and that the respondent understands

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Honoraria Do incentives make a difference? - ABSOLUTELY!!!! There is a fine line between too much incentive and not enough – take into consideration the level of the Business person and what is appropriate for the amount of time that you require. How badly do you want to speak to this person – Money talks!

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Ideal B2B Researcher Detailed outline Briefing Realistic Expectations Flexibility Write a good Screener/Questionnaire Responds to questions or issues quickly Consider the Field Supplier as part of the Research Team The field is a tool in the research process – use it wisely!